Webinars Featuring Our Team of Experts.
As we near the end of 2023, with even more uncertainty surrounding the global economy than when we began the summer, we are pleased to bring you a series that focuses on the basics. We have our annual year-end tax planning session, then back to the basics with budgeting and debt management. We then move to a look at less traditional retirement options, then conclude with the basics of investing. We look forward to seeing you! We always suggest you find and subscribe to BFSG University on YouTube to ensure you never miss the latest educational videos and presentations.
Fall Webinar Series (2023) – All replays are available on YouTube in our BFSG University playlist.
- October 26, 2023 REPLAY: Year-End Tax Planning
- November 2, 2023 REPLAY: Budgeting, Debt Management, & Student Loans
- November 9, 2023 REPLAY: Adventures in Retirement: Embracing Unconventional Golden Years
- November 16, 2023 REPLAY: A Beginner’s Guide to Investing (Investing 101)
Financial wellness on your own time
Watch the replays from our most recent past financial planning and retirement planning webinar series to help improve your retirement readiness and overall financial health (each is approximately 30-60 minutes, plus a recorded Q&A):
Financial Literacy (The Basics)
Health & Wellness
Dr. Steve’s Conference Calls
BFSG University Shorts collection gives you access to financial and retirement planning content in an brief digestible format to help you improve your financial wellness:
Financial Planning Shorts
Investment Planning Shorts
Retirement Plan Shorts
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